See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,611 | $83,477-60.9% | $125,175-73.9% | $72,985-55.3% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.5pp | 69.5%-13.2pp |
| Annual return | 15.56% | 25.78%-10.2pp | 43.79%-28.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $1,189 | $2,345-49.3% | $3,865-69.2% | $2,440-51.3% |
| Participant deferral / active EE | $2,071 | $3,585-42.2% | $4,937-58.0% | $3,607-42.6% |
| Admin fee / account holder | $8,324 | $5,517+50.9% | $9,702-14.2% | $5,124+62.4% |